Siebel Communications Server Administration Guide > Using Email, Fax, and Other Systems > Configuring Client-Side Integration for Send Email >

About Installing the Siebel Email Form


In order for users to be able to use either Lotus Notes or Microsoft Outlook for the Send Email command, Siebel-customized files described in this section must be copied to designated locations on server or client machines, and applicable email forms must be made available to your users.

For each of these email client programs, an email form is installed which has been set up for use with Siebel eBusiness Applications. Initiating an email message from the form invokes a script that interacts with the Siebel application. The script updates the activity record for the email message and generates attachment records for this activity record, based on any email attachment files. If the email is canceled, the activity is deleted.

The Notes or Outlook form you install in this section is later specified for use for all users or for individual users, as described in Overview of Completing Email Client Configuration.

NOTE:  Customizing the Notes or Outlook form beyond what is described in this document is not supported by Siebel Systems.

Locations of Source Files for Siebel Email Forms

The Siebel email form for Lotus Notes is part of a Notes database file. The Siebel email form for Microsoft Outlook is part of an Outlook template file.

The Siebel eBusiness Applications, Base Applications for Windows DVD includes:

  • The Lotus Notes database file Siebel7Email.nsf, in the directory Windows\Client_Ancillary\send_email\enu\lotus_notes

    This database file supports only ENU (U.S. English) in the user interface. However, error messages will reflect the currently deployed supported language, if you choose to use this file in deployments other than ENU.

NOTE:  The Microsoft Outlook template file containing the Siebel email form is not provided by Siebel Systems. For details on how to configure the email form, see Siebel SupportWeb.

Siebel Communications Server Administration Guide